LeadConnector + SignNow

LeadConnector + SignNow integrations

Create documents from templates and send role-based invites in SignNow when stages are updated in LeadConnector

Manage your leads efficiently and enhance document management with this integrated workflow. When a pipeline stage changes in LeadConnector, it will spur the creation of a document from a template, followed by a role-based invite in SignNow. Not only does this ensure that no lead gets overlooked, but also significantly reduces the work involved in handling documents, ultimately increasing your team's productivity.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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More things you can do with LeadConnector and SignNow

Discover other triggers and actions you can use with LeadConnector and SignNow

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
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Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
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- Template
  Required
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write

- Template Group
  Required
- Document Group Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- File
  Required
- Document Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Document Group Template
- Return PDF of Document Group
  Required
- Return Document Group History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document
  Required
- Action
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- Document
  Required
- From Email Address
  Required
- To Email Address
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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Related categories

Signatures

Related Zap Templates

Update opportunities in LeadConnector when documents are completed in SignNow